As the end of 2022 approaches, it’s time to assess your wealth plan and ensure you’re taking advantage of all available tax benefits. With potential changes in legislation and uncertain…
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President Biden has proposed a significant set of laws meant to improve many Americans’ lives. However, the provisions may be especially beneficial for red states, including here in Texas, where…
As the tax landscape is changing under the Biden administration, we wanted to reach out with a tax planning strategy to help preserve your estate for your heirs. Any and all…
There are many reasons why hiring a contract CFO is a sensible idea. 1. Most companies do not require a full-time CFO. Small and mid-sized firms, in particular, usually do…
With the proposed tax legislation making its way through Washington, we wanted to discuss some possible actions to take to minimize the impact on your individual tax situation. As a reminder,…
As tax season is well upon us, we wanted to remind all of our Texas, Oklahoma and Louisiana clients that the tax deadline has been moved to June 15th due…
The American Rescue Plan Act of 2021 has been approved by the House Budget Committee, and this is the bill that contains President Biden’s COVID-19 relief. You have probably seen…
For those of you impacted by the recent winter storms and power grid failures in Texas, we hope that you are recovering quickly and that your health and safety have…
Through Covid-19 and the transition of the White House, many things are changing rapidly in regard to not only the tax code, but also interpretations and changes in the different…
Many of you took advantage of the Paycheck Protection Program (PPP) back in the spring, and the forgiveness instructions and details have been unclear ever since. We had hoped that…
